Opulen Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Opulen Financial Group’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.64M	Buy	7,225 +75	+1%	+$25.5K	1.66%	15
2026 Q1	$2.16M	Buy	7,150 +7	+0.1%	+$2.2K	1.52%	17
2025 Q4	$2.16M	Buy	7,143 +16	+0.2%	+$4.83K	1.57%	17
2025 Q3	$2.12M	Buy	7,127 +223	+3%	+$64.4K	1.61%	17
2025 Q2	$1.91M	Sell	6,904 -83	-1%	-$21.4K	1.57%	17
2025 Q1	$1.76M	Buy	6,987 +111	+2%	+$30.8K	1.6%	17
2024 Q4	$1.93M	Buy	+6,876	New	+$1.94M	1.75%	15

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Opulen Financial Group's VBK Position: Q2 2026 in Review

Opulen Financial Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1% in Q2 2026, buying an estimated $25.5K and bringing the position to 7,225 shares worth $2.64M. The position accounts for 1.66% of the portfolio, ranked #15.

Opulen Financial Group first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Opulen Financial Group held 7,225 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.64M as of Q2 2026.
Opulen Financial Group bought 75 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $25.5K.
Vanguard Morningstar Small-Cap Growth ETF made up 1.66% of Opulen Financial Group's portfolio in Q2 2026, its #15 holding.
Opulen Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.